Customer Service / Finance

Commercial Account Associate

Full Time

Job Summary:

This position involves working with and assisting a dynamic team of Account Executives on a diverse commercial insurance book of business in both servicing and marketing existing accounts as well as new business accounts. The book of business consists mainly of Construction, Realty and Manufacturing and range from small to mid-size accounts. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will become part of a team whose core objective is to service our client’s commercial clients’ needs and exceed their expectations.

By joining our client’s team, you will become part of a rapidly, still-growing company that offers extensive training and frontline knowledge of the overall insurance industry. They offer a competitive, salary-based, compensation package including group health and retirement benefits, with future advancement opportunities within our organization.

Essential Job Functions

  •   Prepare and issue Certificates of Insurance including Liability, Automobile Leasing, Owned Contractor’s Equipment, Mortgagee and Tenant Certificates
  •   Work efficiently with TAM and Microsoft Excel in order to perform the following tasks: assist in updating summaries of Insurance for renewal, issuing proposals and Binders of Insurance, produce and update price comparisons, create renewal reviews including Outstanding Recommendations, Claims Review, and request, check and invoice Policy Endorsements and renewal documents
  •   Manage own abeyances and assist with Account Executive’s abeyances
  •   Review prequalification documents and issue appropriate pre-qualification letters
  •   Review leases in order to issue appropriate Tenant Certificate
  •   Review and analyze Certificates received by our landlord and contractor clients ensuring that they meet contract/lease requirements
  •   Perform other related duties and projects, as required



  •   2 to 5 years of experience in similar role – working knowledge of commercial lines products (particularly in construction insurance)
  •   RIBO Licence * Must Have*An Asset:
  •   CIP and/or CAIB designation
  •   Familiarity with The Agency Manager (TAM) and Compu-quoteSkill Sets Required
  •   Effective verbal and written communication skills
  •   Excellent organizational and time management abilities
  •   Self-motivation with ability to problem-solve with limited supervision
  •   Flexibility to work in a fast-paced and dynamic environment with changing priorities
  •   Ability to work independently and as a team member
  •   Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
  •   Accurate data entry skillsPersonal Attributes
  •   Maintain strict confidentiality
  •   Demonstrate a strong work ethic
  •   Be honest and trustworthy
  •   Be respectful of clients, co-workers and Management